Getting started
Welcome to IndSure for advisors
Everything you need to know about the IndSure advisor portal, in one place.
IndSure is a workspace for insurance advisors. It keeps every customer and every policy in one place, reads policies and explains them in plain language, shows you which renewals are coming up, and helps you message customers on WhatsApp.
The home screen of the advisor portal.What you can do with it
- Keep your whole book in one place. Customers, their families, and every policy they hold.
- Check a policy. Upload a policy PDF and see its limits, waiting periods, caps and gaps in plain language. Health policies get a score out of 100.
- Follow up leads. Track every person you are talking to, from first call to a closed policy.
- Never miss a renewal. See what is due, soonest first, and send a reminder on WhatsApp.
- Compare plans. Put plans side by side and share the comparison with your customer.
- Work out cover. The Cover Calculator shows how much health cover a family needs.
- Get found. My Website gives you your own page with your photo, which customers can message you from.
- Run a team. Agency owners can invite advisors and see their work.
What IndSure is not
IndSure does not sell insurance. We are not an IRDAI-registered broker or agent, and we do not earn commission on any policy you sell. You pay a flat subscription, and there is a free plan. See Plans and policy checks.
Where to start